Mr. Chuen-Yi Wang

Former Vice President, TAIWAN SEMICONDUCTOR CO., LTD.

GLG News by Mr. Chuen-Yi Wang, Former Vice President

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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M&A, JV in HDD Industry and SSD, Embedded System Replacement in 2011

February 19, 2009

Analysis of:Toshiba-Fujitsu Gives Storage Rivals an In | www.thestreet.com

HDD quantity of delivery under NB and the consumption electronic products demand leads, maintains 10~15% year growth rate, the hard disk quantity of delivery growth rate reaches as high as 18.9% in 2007, however because, on the other hand actually also the price competition day by day intensifies, causes the income earning to worsen, causes the hard disk market also to blow the purchase wind, even touches the related components factory. Stops to 2008, after eliminated and the conformity many times, the global hard disk entrepreneur from 41 in 1990, reduced to Seagate, WD, Hitachi Global Storage Technologies; HGST, Samsung, Toshiba and Fujitsu, Total 6. Seagate purchases and takes over Maxor after May, 2006, reaches as high as 35% of the global hard disk market in 2007. Fujitsu is the lowliest place in the hard disk market, because of hard disk enterprise deficit again and again, so that Toshiba is the most powerful customer to take over the Fujitsu hard disk enterprise.

More Rating Cut

February 18, 2009

Analysis of:Hynix Falls Most in Two Months on JPMorgan Rating Cut | www.bloomberg.com

Hynix will not have the reduction of capital plan. Hynix pass on the year's end to sell Oregon the Eugene factory to attain 306,000,000 US dollars in accordance to the turnover. Hynix, the beautiful light offers NAND the Flash technology Taiwan factory not to appreciate kindness rendered solves the DRAM difficult position most first. Hynix’s Creditor bank plans before the end of September to release the stockholder's rights value to estimate 880,000,000 US dollars again. Hynix reduces the workshop promotion disbursement and postpones the mainland joint capital factory investment. Hynix pelts capital outlay the global DRAM supply rate to grow only this year 20~30%, The 4th quarter, 2008 loses money 964,000,000 US dollars analysts anticipated in 2009 transport business difficult to show improvement after illness. Obviously, JPMorgan will continuously the rating cut again.

Pricing level based on supply and demand not consolidation

February 11, 2009

Analysis of:Winbond open to DRAM consolidation, says company executive | www.digitimes.com

As 30 X 12" memory fab were built in year 2007 and 14 of 30 were built in Taiwan for which the over supply statement happened with Zero Vista effect. Taiwan government trying to upgrade the advanced/ mainstream processing technology up to 48nm for DRAM and 30nm for NAND for cost down with high yield rate; integrate R&D power between Elpida, Micron and PSC, Inotera, Nanya, ProMos and Windbond. The technology alliance bundled with US$ 3B capitals. Above project is pending for an attractive business proposal. Qimonda went bankruptcy only provide around 10% of market demand which only created 20% price increases; 25% price gap to reach the breakeven price point. The global economic downturn made it worse as a serious storm in the 2nd layer although memory industry needs an M&A/ JV and cost down with advanced technology development as the industry dynamics. As to the supply and demand relationship, expected to reach the balancing point in 2010 with basic Capex.

3D Display Market Grows From 4.98M Units in 2007 to 8.12M Units in 2010

August 31, 2007

Analysis of:3-D printing for the masses | money.cnn.com

1. 3D Imaging & display technology international conference 2007 2. 3D interaction & display alliance congress, 3DIDA 3. 3D industry, Present and future

RFID Application

May 9, 2007

Analysis of:Active RFID Technology: MINI USA “Motorby” Pilot Program Features Wavetrend Active RFID Technology | www.rfidsolutionsonline.com

RFID industry needs long-term improvements for individual application.
1. Price - Much higher than target price.
2. Hardware system - Based on ROI, cost and price still too high to application.
3. System - For commercial application, total operation system still not completed and matured yet.
4. Photocol - The global standards still not match yet. EPC running on different frequencies.
5. Tag - Price of the active. semi active, passive tag still two expensive compared with bar code label.
6. Integration - needs longer time to integrate all standards, acceptable & economic pricing level, software cost, hardware cost cost, AUTO-ID national standard, actual application after integration and high percantage of application.
7. High level of application - The benefit will only be crated by high level of application as a regular control system for AIDC/AUTO-ID applications.

AMD Leads up to 65 nm Manufacturing Progressors in 2007

January 5, 2007

Analysis of:AMD rolls out new power-saving processors | news.yahoo.com

1. From Socket AM2 to AM2+ and Cities Core Platform From Socket 939 to 1207
2. From 90 nm to 65nm
3. Agena and Kuma, 4 Cores Platform, Stars

Advance Technology - AMD/ TSMC; Deleted Rumor of 65nm Processor Voltages

December 11, 2006

Analysis of:Rumor: AMD is having trouble with 65nm processor voltages | www.legitreviews.com

1. Advance Technologies - Foundry and IC designer
2. Interactive Partnerships

Flash Market - Competition Between TSMC and SMIC

December 7, 2006

Analysis of:DRAM contract price growth to weaken in 2HOct ; NAND Flash prices to stay firm amid strategic supply policies (article) | www.dramexchange.com

1. TSMC - NOR FLASH
2. SMIC - NAND FLASH

IPTV is Raising Up in Japan in the Coming Two Years

December 5, 2006

Analysis of:Internet Protocol TV making inroads in Europe | www.boston.com

1. Market trend
2. Technologies trend
3. Profitability

IPTV Services - Booming Market in Europe

December 5, 2006

Analysis of:Internet Protocol TV making inroads in Europe | www.boston.com

1. IPTV Services Booming in Europe
2. Telecom Companies are Running the Market Layout Aggressively

Telcordia/SAP - Integrating Both Vertical + Horizontal Business Systems for Network and Telecomm

December 1, 2006

Analysis of:Telcordia Up for Grabs Again? | www.lightreading.com

1 Telcordia - Vertical Business Process Support Systems
2. SAP - Horizontal Business Process Systems
3. Integration Power after M&A - Unique Competitive Advantage
4. Acquisition - Year 2005 and 2007

RFID Suppliers - Unable to Speak for Self-Defense

December 1, 2006

Analysis of:RFID Consortium Names Patent-Pool Administrator | www.rfidjournal.com

1. RFID policy of Wal-Mart
2. Standard and Cost
3. Right RFID system
4. Patents

BRAND NAME REPUTATION OF SONY

November 27, 2006

Analysis of:PlayStation 3 Lacks Upscaler to 1080i | www.dailytech.com

1. PS3 - PLM ISSUE
2. PORTABLE POWER - BATTERY PACKAGE ISSUE

RFID - A LONG-TERM REVOLUTION

November 24, 2006

Analysis of:Radio-frequency tracking tags pose recycling challenge | www.govexec.com

RFID TECHNOLOGY
ISO/EPC/MIT
PRICING LEVEL
LINKING AND INTEGRATION SYSTEM